RaboResearch - Economisch Onderzoek

Economisch Kwartaalbericht Engelstalige versie

Visie op 2010 : hoop op herstel

Van een bloeiende economie, zoals we die kenden in de jaren 2004-2007, zal voorlopig nog geen sprake zijn. De recessie mag dan sinds kort formeel achter de rug zijn, het herstel verloopt voorlopig traag en onzeker. Onze economen verwachten voor volgend jaar dan ook een magere groei van ons Bruto Binnenlands Product met 1%.

Special Engelstalige versie

Visie 2010: globalisering op een kruispunt

In termen van globalisering bevinden we ons op meerdere terreinen op een kruispunt. In deze themastudie werpen wij onze blik - meer nog dan in onze economische Visie op 2010 en verder - op de toekomst en vragen ons af in welk krachtenveld de economische en politieke wereldorde aan het veranderen is.

Special

Towards a Balanced Deposit Guarantee System in Europe (Engelstalig)

The prevailing 'temporary emergency' deposit guarantee system (DGS) in Europe should be revised and adjusted when the largest turbulences in the banking sector are over. This DGS is not beneficial for financial stability and competition in banking.

Economisch Kwartaalbericht

The Netherlands: the recession rages on (Engelstalig)

Both the speed at which the Dutch economy is deteriorating and the depth of the recession are unprecedented. The Dutch economy is going through a deep downturn this year and is expected to contract by 6% in real terms in 2009.

Kwartaalbericht Woningmarkt

Dutch Housing Market Quarterly (Engelstalig)

In view of the current deterioration in the housing market, the Rabobank envisages a nominal house price drop of 5% for 2009, and a nominal drop of 1% for 2010. Downward risks for sentiment among house buyers and for market dynamics continue to prevail.

Themabericht

China: 6.5% is 3.5%, really! (Engelstalig)

The Chinese government publish consistently higher growth figures during economic downturns in the hope of maintaining social stability. Hence, we expect a growth figure close to 6.5% yoy for 2009, while the true figure will be closer to 3.5%.

Themabericht

India's capital account: open sesame (Engelstalig)

For India, the debate to fully open the capital account is a long-standing one. This Special Report elaborates on why India needs foreign capital and demonstrates that the country has already been gradually opening the capital account. This has led to India being in fact more open than meets the eye, but still has a long way to go.

Themabericht

Remittances: A source running dry? (Engelstalig)

The effect of the current economic slowdown on remittances is still unknown. Common sense would suggest that all countries with a high reliance on remittances from workers abroad would now be in serious trouble. However, several scientific studies have shown that remittance flows were relatively unaffected.

Special Engelstalige versie

Maak de euro sterker

De euro staat onder druk. Ten opzichte van de dollar heeft de Europese munt na een sterke opmars weer terrein moeten inleveren. Het is daarom tijd om de Europese valuta institutioneel te versterken.